Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,939
New
Increased
Reduced
Closed

Top Buys

1
+$878M
2
+$763M
3
+$360M
4
SPLK
Splunk Inc
SPLK
+$355M
5
WDAY icon
Workday
WDAY
+$345M

Top Sells

1
+$1.18B
2
+$434M
3
+$392M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$370M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$340M

Sector Composition

1 Technology 8.71%
2 Financials 8.54%
3 Healthcare 8.22%
4 Energy 7.4%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$3.89M ﹤0.01%
317,697
-35,271
2852
$3.88M ﹤0.01%
308,398
-57,822
2853
$3.88M ﹤0.01%
230,183
+123,875
2854
$3.88M ﹤0.01%
90,535
-17,544
2855
$3.88M ﹤0.01%
95,873
+19,866
2856
$3.88M ﹤0.01%
45,900
+15,731
2857
$3.87M ﹤0.01%
465,590
-43,347
2858
$3.87M ﹤0.01%
435,407
+373,877
2859
$3.87M ﹤0.01%
60,259
-64,510
2860
$3.87M ﹤0.01%
247,373
+186,177
2861
$3.87M ﹤0.01%
62,630
+307
2862
$3.87M ﹤0.01%
390,160
-55,740
2863
$3.87M ﹤0.01%
142,260
-23,400
2864
$3.86M ﹤0.01%
90,420
+516
2865
$3.86M ﹤0.01%
5,886
+1,264
2866
$3.86M ﹤0.01%
13,685
+319
2867
$3.86M ﹤0.01%
72,944
+32,905
2868
$3.85M ﹤0.01%
103,351
+59,415
2869
$3.84M ﹤0.01%
255,978
+141,492
2870
$3.84M ﹤0.01%
226,365
+22,329
2871
$3.84M ﹤0.01%
211,805
+166,017
2872
$3.82M ﹤0.01%
291,625
-164,534
2873
$3.82M ﹤0.01%
85,883
+3,193
2874
$3.82M ﹤0.01%
186,990
+107,023
2875
$3.82M ﹤0.01%
182,944
-1,113
113 114
115
116 117